Jackson, WYCIK 17144504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Charles Corp | 3.52M | $351.93M | 59.1% | 0 | Held |
| 2 | Ishares Tr | 217.3K | $148.83M | 25.0% | +714 | Added |
| 3 | Vanguard Tax-Managed Fds | 692.6K | $43.27M | 7.3% | +11.4K | Added |
| 4 | Ishares Tr |
| 316.6K |
| $28.32M |
| 4.8% |
| +5.1K |
| Added |
| 5 | Vanguard Intl Equity Index F | 226.7K | $12.19M | 2.0% | +4.3K | Added |
| 6 | Ishares Inc | 139.8K | $9.40M | 1.6% | +2.0K | Added |
| 7 | Franklin Templeton Digital H | 34.5K | $1.74M | 0.3% | 0 | Held |